See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,089 | $77,899-74.2% | $149,673-86.6% | $75,163-73.3% |
| Participation rate | 79.3% | 65.6%+13.7pp | 78.8%+0.5pp | 67.2%+12.1pp |
| Annual return | 119.36% | 31.72%+87.6pp | 134.42%-15.1pp | 160.62%-41.3pp |
| Employer contribution / active EE | $3,947 | $3,137+25.8% | $4,818-18.1% | $2,670+47.8% |
| Participant deferral / active EE | $8,483 | $3,411+148.7% | $5,680+49.3% | $4,125+105.6% |
| Admin fee / account holder | $3,724 | $5,956-37.5% | $13,210-71.8% | $5,651-34.1% |